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Hello, I would like someone to help me. I have a date field that I want to change the format of in order to include it in an automation that sends an email informing about the appointment date. To format the date that appears in the email, I created a formula field and an automation so that the date (which is of the "date" field type) is converted into a more user-friendly format. However, when I link the email content with the formula field, it’s not retrieving the date. So, I created a new automation to transfer this date to a text field, but when I do that, the text field throws an error. I am attaching screenshots of everything. 

Hi All!Looking for a quick gut check on a build method...record templates vs task template table.Path 1I've built out the base this way task template (table C) and have it all structured,  tasks (table B), and a project (table A). So when a form is submitted it creating a record on (table A) an automation is triggered that reads the project type then finds the related tasks (table C) creates copies of them on (table B) and then links them to the project. This happens for each project created. Path 2I've built the same idea using the record template feature so when automation form is submitted to (table A) the automation is fired that looks to see what program type it is and then updates the record using a record template of the same name and adds new tasks to (table B) linked to the project. There's obviously a lift on the system to run the automation and do all the steps/com

Hi, we are an entertainment agency that needs to create a back end system which includesData base contacts that can be tagedTasks and task trackercreate template contracts that we can edit and send for signatureCalendersIf you can assist please let me know

Hi all I want to send out weekly email notifications to all my customers which shows only the records (orders) which relates to them (i.e. I dont want to show one customer someone elses orders and ) and where status of the order is NOT complete and ETD (date or formula) is on or before the last day of the current month.The records (orders) are found in my order line items table with the information (quantity dispatches, quantity remaining, ETD,  etc)I have a 'look up' customer email address field in this table so I would think this is how this could work? Note that my customers and suppliers both sit in the same table called 'Locations'I also want this to be in one automation (i.e. I dont want to create an automation per customer) so is there a way to send out to all customers? Any suggestions @TheTimeSavingCo @kuovonne ?Than

Hi all As per my screenshot below, I have a filter for orders with an ETD (estimated time departure) on or before the last day of the current month. On the first day of each month i currently manually update this. How can I set up an automation that occurs on the first day of each month that updates 'exact date' to the last day of each month? e.g. 30th sepertember today so 1st October should update filter with exact date to 31st October.@kuovonne @TheTimeSavingCo - let me know if you guys have any suggestions too please? Thank you!Thank you

Hi all I want to create a button within my interface that finds the PDF PO generated under my Orders table and send it out as an email only to the email address under a look up field.The PDF PO is in my orders table (as below)The email address I want to send this to is a lookup field in my orders table   Below are what the conditions will need to be (i.e. Can only send out once the PO is generated)@TheTimeSavingCo @kuovonne @ScottWorld - Appreciate any suggestions

I'm using the AirTable API with Powershell, to lookup records in AirTable where a column value contains a special character ('#')For example, I'm trying to filter on AirTable rows for a Color column that contains a '#'.Let's say the Color value is 'ABC#1'.      I have tried different combinations of double quotes and back-slashes, but nothing seems to work:Using the original color definition doesn't work....it generates an invalid formula error. But no matter what I do in the 2nd variable, I continue to get an invalid formula error.$OriginalColor =  'ABC#1'      $LookupColor = $Color.Replace('#',  '\#')$filter = "?filterByFormula=And({Division}='$Division',{Style}='$Style',{Color}='$LookupColor')"The error I get is: iwr : {"error":{"type":"INVALID_FILTER_BY_FORMULA","message":"The formula for

Hi -I'm trying to figure out the best way to display, in an interface, how many events are occurring on any given date, so I can calculate staff needs based on this count.Tables I am working with:Events (Events are made up a series of Sessions)Sessions (Sessions might be 2-3 in one day, and each one has date info, and is linked to an Event)Events overlap a lot, and a given day may have more than one Event occurring, so I want to have a way to look at any given date and see how many Events are occurring. Sessions need to be staffed by one or more people depending on what kind of Event, etc.I know how to group records in various ways in various grids and see the sum count by group, but I can't do anything with this number because it doesn't live in any field. Ideally, I would like to display this "Number of Events per Date" number in a pivot table style dashboard.Am I missing some really obvious way to do this?  Would appreciate shor

My base has a field formatted for URLs. When I use automation to send the URL for a given record, how do I make that reference a clickable link in the email? It looks like I should be able to do that with Markdown, but I haven’t figured out the details. Thanks in advance!

Привет! Ищем специалиста по разработке CRM систем (Airtable или аналогичные инструменты). Нужна консультация. Как вариант - отдадим проект опытному ноукодеру. Пишите в телеграм@zarinaayupova стоимость консультации, портфолио

I need to send a gmail via an automation that I need to format the body with a script as there's a lot of data I need to collate and format.  Is it possible to have a step that runs a script (I have a team acct), populates a long edit text on a record as a formatted email body, with urls etc, then on the next step of the automation gmail that field?It seems like it'd be "yes", and I'm going to try it out tonight, but if there are any warnings or cautions anyone has to offer, I'd love to hear it.Thanks.JeffEDIT:  As I was working on this adding the long text field to my table, it got me thinking that I might just create a new table called "gmail" that I populate with all the particulars, and then have a separate automation that sends those gmails out and updates the row with the status and date/time sent.  Nuts?

I've been working with scripts and have been loving it.  I know the answer to this is probably no, and would be nice to have, but not a huge thing but....Is it possible to have a some common functions that I write shared across other scripts I use in my base?  I can continue to just copy/paste them in the scripts I need.   I know it goes against the ethos of low-code, I just have a few I use a lot.

Hello - I have another frustrating issue with regard to using the output.set function.I am able to access a list of records from a query using  output.set("Record List", query.recordIds), but as expected it only outputs a  list the record ID strings.What I want the output.set list to output is a list of values from the query result.  Put differently, I am trying to build a list of records, and have the output  be a list of the cell values.Once I have that list, I plan to pass it to a repeating group automation step.I am not understanding what I need to do to prep output.set to output a list of cell values.  // query for every record in "User Accounts" let table = base.getTable("User Accounts"); let view = table.getView("Unlinked Member Script"); let query = await view.selectRecordsAsync({fields:["User ID","User Login"] }); //this outputs the list as record ID string; output.set('Member Lis

Alright, I've watched all the YouTube videos I can, and have looked in here for help and I'm still stuck.Problem I'm Trying to SolveAs an interior designer/home stagerI want a "shopping" page of available inventorySo that I can click a button and select and item for a jobI have a grid set up, which includes all the inventory we own for staging homes. I also have a gallery view of that table. What I want to be able to do is have one of our non-technical interior designers come to the gallery and see only the available/in-stock items, I haven't tried tackling that part yet, but it seems easy enough. The part I'm stuck on is I want them to be able to click a button and add it to an order or "shopping cart" if you will. They can just scroll through, click a button for the items they want and in the end, end up with a list of all the inventory items we need to pull to stage a home. Is this possible?

I'm looking for a way to make accessing and working from an Airtable Task list more efficient.I've got an Airtable base with a table of Tasks that are grouped into Projects.  It's been great for prioritizing tasks and getting things done.  It works great inside Airtable.  But having to open Airtable, go to my workspace, select the appropriate base then view is pretty cumbersome for viewing a To-do list.Is it possible to create shortcuts on my iphone to specific views?Are there ios apps that play well with airtable where I could sync a specific view to a to-do list? (Bonus points if I don't have to subscribe to yet another service)Am I missing some obvious functionality of airtable and making this harder than it has to be?

Hi,Is there ways to (i) force an email address collected through a Airtable form and to (ii) convert an email address coming in from an external system to lower case?We use Airtable as a CRM/ERP system, hence we register contacts and events for those contacts (for the purpose of this question). The first touch point is an Airtable form, after which the contact is directed to a Calendly event. The one piece of information connecting these inside Airtable (and a basis for a lot of automations) is the contact's email address.Yesterday I debugged an automation, and realised it had not found the right contact due to a capital case beginning of the email in the contact's data. Had not thought about these (naturally) being case sensitive.I see that one can user lower() in formulas, but would not want to use several "parallell" fields/columns for this. I tried to use lower() to encapsulate the data field in the automation, but that didn't seem to work.

TLDR: Can you have an automation trigger that is a scheduled date be changed by data in a record?I was telling a friend about airtable and she asked me how hard it would be to have a notification email go out based on data in her record(s).  She was thinking about using airtable to define different appliances and systems in her airbnb's, and wanted to define data for an HVAC system (there may be several) that has air filters (of which one system may have 1 or more) and have the reminder be sent after say, 3 months.  If she doesn't get around to changing it until month 4, she wants to have the form allow her to say "yes, changed on this date, remind me again in another 3 months" Of course, that's the human talk description, I know it would actually be checkboxes and dropdowns.  She may change one sooner if she had lots of clients, but she doesn't want the notification "every 3 months", but rather, every 3 months after her last change.

I'm using automation.I want to automatically add comments to the record when updating certain fields, but I can't..What should I doAnd. I keep failing to get records... I caught when record updated with trigger... let table = base.getTable("Your Table Name");let recordId = input.config().recordId; if (!recordId) {throw new Error("Record ID가 정의되지 않았습니다.");}let record = await table.selectRecordAsync(recordId);let fields = ["fields1, fields2, fields3"];let changes = [];for (let field of fields) {let oldValue = record.getCellValue(field); // let newValue = record.getCellValue(field); /if (oldValue !== newValue) {changes.push(`${field} 값이 ${oldValue}에서 ${newValue}로 변경되었습니다.`);}}if (changes.length > 0) {output.set("changes", changes.join("\n"));} [Error]ERR

Hello, I am making a recurring weekly checklist, and I would like the Kanban Stacking view to change with the day. So today is Wednesday, I would like all my Wednesday tasks to be first and Thursday next, and Tuesday to be last. Unfortunately the stacking option only allows for alphabetical order. I’m trying to think of a formula that would be dynamic and would assign the row a “1” if the due date falls on today’s weekday, and assign a “2” for tomorrow’s weekday, and so on. I’m not sure if that makes sense. That’s just one thought, if there is an easier way I’d love to know.

I need to create a simple function that checks a value, compares with it with another value in a record.I have the interface setup and have created a record in the table that the user can update. I have a button that runs an automation to run a script and completes the check. What I cannot seem to do is update the user to say wether or not the check has passed or failed.I cannot use output.text as this isn't available in automations, only the scripting extensions. AFAIK you can't open a dialog box from the automation script either. The only way I can think to achieve it is to add a field to the table called "Dialog" in the table and then update that display that in the interface? But that seems _really_ clumsy.My question isA: Can I run a script extension from a button on an interface? B: Does anyone have a better idea of how to achieve this?

Hi guys!!!I´m trying to set up an automation which could find some records under determined circunstances. Then update a couple of fields and finaly open an Airtable URL which is contained on a field and is different for each record. Everything works quite good, except que the URL openenig which i have no idea how to make it happen. I guess it would be through a script, and should be so complicatyed, but i have no idea how to start. Thank you in advance for your time.

I recently completed my Certification for Airtable Builder. Are there any builder specific certs that are more advanced than this offered by Airtable Academy?I couldn't find any, but presumed some of the aficionados on here might have helpful guidance.Thanks!

Dear Airtable,I would like to figure out how to keep the public from downloading my members personal information when I publish in Universe. I need to disable "Copy Base", and I want to disable 'download csv' in each table/grid sheet.I must be missing something simple, assuming Airtable isn't intentionally making public customer data. I have the Business level subscription.Thank you.

I have a base of students that I've just shared with my 5 co-teachers as Editors. (We have done this in previous semesters, so this is a clone of a previously used base.) They've received the invitation and can open the base, but two of them have reported that they cannot see any of the records. On my end, everything appears fine.Suggestions? Solutions?Thank you.Vlad Morosan

Hi, New to Airtable, I work in Local Government in the UK and whilst I think the product would work well for some projects I need to understand where data is hosted. Under our Government rules any data I store in the cloud has to be on UK based servers. Most cloud providers we work with offer some kind of location specific hosting of data. I cannot find any information about whether Airtable is able to offer this? Thanks in advance